AVAII WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1904431 APPLETON, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,386,126

+$462,873 QoQ

Shares Held

3,335

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,615

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AVAII WEALTH MANAGEMENT, LLC holds $1,733,779 across 2 Healthcare Plans names. UNH ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	3,335	$1,386,126
2	CNC	Centene Corp	5,416	$347,653

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,386,126	3,335	-2.3%	Shares	Defined	2026-08-10
2026-03-31	$923,253	3,412	-37.6%	Shares	Defined	2026-04-21
2025-12-31	$1,804,711	5,467	+6.4%	Shares	Defined	2026-01-13
2025-09-30	$1,773,806	5,137	+48.2%	Shares	Defined	2025-10-20
2025-06-30	$1,081,288	3,466	+438.2%	Shares	Sole	2025-07-15
2025-03-31	$337,295	644	-4.7%	Shares	Defined	2025-04-16
2024-12-31	$341,961	676	-4.2%	Shares	Defined	2025-01-21
2024-09-30	$412,784	706	-7.7%	Shares	Defined	2024-10-16
2024-06-30	$389,583	765	-3.5%	Shares	Defined	2024-07-31
2024-03-31	$392,297	793	-6.7%	Shares	Defined	2024-04-29
2023-12-31	$447,499	850	-0.4%	Shares	Defined	2024-02-05
2023-09-30	$430,074	853	+2.0%	Shares	Defined	2023-10-24
2023-06-30	$401,815	836	+0.8%	Shares	Defined	2023-07-31
2023-03-31	$391,777	829	+1.3%	Shares	Defined	2023-04-10
2022-12-31	$433,686	818	+2.0%	Shares	Sole	2023-01-25
2022-09-30	$405,042	802	+5.4%	Shares	Defined	2022-11-14
2022-06-30	$390,872	761	-3.4%	Shares	Defined	2022-08-12
2022-03-31	$401,856	788	+25.1%	Shares	Sole	2022-04-14
2021-12-31	$316,348	630	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.